Clearview Wealth Advisors LLC Portfolio Holdings

Clearview Wealth Advisors LLC

  • $150 Million
  • Q3 2025

Clearview Wealth Advisors LLC has filed its 13F form on October 24, 2025 for Q3 2025 where it was disclosed a total value porftolio of $150 Million distributed in 102 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Capital Group Core Plus Income with a value of $13.7M, Schwab Us Aggregate Bond ETF with a value of $11.7M, Capital Group Divid Value ETF with a value of $11.6M, Capital Group Growth ETF Shs C with a value of $9.18M, and Janus Detroit Str Tr Janus Hen with a value of $6.37M.

Examining the 13F form we can see an increase of $11.7M in the current position value, from $139M to 150M.

Below you can find more details about Clearview Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $150 Million
ETFs: $123 Million
Financial Services: $6.89 Million
Technology: $6.02 Million
Industrials: $3.11 Million
Consumer Defensive: $2.96 Million
Healthcare: $2.38 Million
Energy: $2.35 Million
Consumer Cyclical: $2.23 Million
Other: $1.57 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$13.7 Million 9.08% of portfolio
601,461
Q3 2025 Added 9.45%
$0
$11.7 Million 7.76% of portfolio
497,588
Q3 2025 Added 3.82%
$0
$11.6 Million 7.71% of portfolio
275,955
Q3 2025 Added 3.6%
$0
$9.18 Million 6.1% of portfolio
208,911
Q3 2025 Added 5.22%
$0
$6.37 Million 4.24% of portfolio
125,499
Q3 2025 Added 7.97%
$0
$6.27 Million 4.17% of portfolio
80,066
Q3 2025 Reduced 0.87%
$0
$5.61 Million 3.73% of portfolio
212,871
Q3 2025 Added 5.41%
$0
$5.04 Million 3.35% of portfolio
170,287
Q3 2025 Added 4.3%
$0
$3.67 Million 2.44% of portfolio
157,719
Q3 2025 Added 4.43%
$0
$3.61 Million 2.4% of portfolio
137,239
Q3 2025 Added 5.43%
$0
$3.34 Million 2.22% of portfolio
17,193
Q3 2025 Added 4.82%
$74.6B
$3.29 Million 2.19% of portfolio
24,705
Q3 2025 Added 9.09%
$0
$3.21 Million 2.14% of portfolio
100,709
Q3 2025 Added 4.86%
$0
$2.84 Million 1.89% of portfolio
23,531
Q3 2025 Added 1.83%
$0
$2.65 Million 1.76% of portfolio
56,824
Q3 2025 Added 2.18%
$0
$2.62 Million 1.74% of portfolio
44,246
Q3 2025 Added 4.56%
$3.86T
$2.33 Million 1.55% of portfolio
4,506
Q3 2025 Reduced 1.89%
$0
$2.07 Million 1.38% of portfolio
10,024
Q3 2025 Added 7.0%
$0
$1.98 Million 1.32% of portfolio
46,075
Q3 2025 Added 3.89%
$0
$1.95 Million 1.3% of portfolio
3,188
Q2 2025 Reduced 0.38%
$0
$1.7 Million 1.13% of portfolio
11,661
Q3 2025 Reduced 4.31%
$309B
$1.61 Million 1.07% of portfolio
10,369
Q3 2025 Reduced 1.82%
$0
$1.53 Million 1.02% of portfolio
16,100
Q3 2025 Added 3.96%
$0
$1.45 Million 0.96% of portfolio
59,492
Q3 2025 Added 4.86%
$0
$1.42 Million 0.94% of portfolio
26,503
Q3 2025 Added 4.54%
$4.35T
$1.4 Million 0.93% of portfolio
5,510
Q3 2025 Reduced 1.17%
$0
$1.26 Million 0.84% of portfolio
58,358
Q3 2025 Added 1.15%
$0
$1.16 Million 0.77% of portfolio
20,121
Q3 2025 Added 15.02%
$0
$1.06 Million 0.7% of portfolio
8,946
Q2 2025 Reduced 0.31%
$403B
$1.02 Million 0.68% of portfolio
1,099
Q2 2025 Added 0.09%
$0
$1.02 Million 0.68% of portfolio
8,938
Q3 2025 Reduced 4.62%
$0
$959,000 0.64% of portfolio
34,394
Q3 2025 Added 2.88%
$0
$960,000 0.64% of portfolio
4,906
Q3 2025 Reduced 6.07%
$913B
$957,000 0.64% of portfolio
3,036
Q3 2025 Reduced 2.16%
$0
$949,000 0.63% of portfolio
34,796
Q3 2025 Reduced 4.55%
$0
$900,000 0.6% of portfolio
17,587
Q3 2025 Added 6.2%
$386B
$869,000 0.58% of portfolio
3,754
Q3 2025 Reduced 2.42%
$0
$824,000 0.55% of portfolio
18,120
Q3 2025 Added 6.49%
$0
$767,000 0.51% of portfolio
1,146
Q3 2025 Reduced 4.34%
$505B
$771,000 0.51% of portfolio
4,134
Q3 2025 Reduced 1.94%
$0
$725,000 0.48% of portfolio
5,992
Q3 2025 Added 2.81%
$0
$702,000 0.47% of portfolio
21,064
Q3 2025 Added 3.64%
$2.49T
$683,000 0.45% of portfolio
3,113
Q3 2025 Added 1.63%
$429B
$661,000 0.44% of portfolio
12,826
Q3 2025 Reduced 2.62%
$275B
$644,000 0.43% of portfolio
6,258
Q3 2025 Reduced 1.59%
$494B
$623,000 0.41% of portfolio
3,362
Q3 2025 Reduced 1.32%
$300B
$571,000 0.38% of portfolio
8,360
Q3 2025 Reduced 2.75%
$65.6B
$568,000 0.38% of portfolio
1,892
Q3 2025 Reduced 2.72%
$11.6B
$576,000 0.38% of portfolio
7,542
Q3 2025 Added 7.45%

Summary

  • Portfolio
  • No. of Stocks 102
  • Current Value $150 Million
  • Prior Value $139 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 24, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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